See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,590 | $82,664+3.5% | $125,339-31.7% | $68,494+25.0% |
| Participation rate | 87.3% | 75.0%+12.2pp | 82.4%+4.9pp | 67.9%+19.4pp |
| Annual return | -14.99% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $645 | $3,381-80.9% | $4,814-86.6% | $2,596-75.1% |
| Participant deferral / active EE | $4,225 | $6,110-30.8% | $7,446-43.3% | $4,027+4.9% |
| Admin fee / account holder | $21 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |